+1,505.8%
HL vs IBN
+1,491.4%
+14.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.4% |
| 7D | +7.1% | -2.2% | +9.3% | +7.7% |
| 30D | +21.4% | -2.3% | +23.7% | +22.2% |
| 3M | +37.4% | +15.9% | +21.6% | +32.2% |
| 6M | +0.4% | +5.6% | -5.2% | -1.0% |
| YTD | +6.7% | -0.1% | +6.8% | +6.4% |
| 1Y | +102.4% | -6.5% | +108.9% | +104.6% |
| 3Y | +417.4% | +29.3% | +388.1% | +377.6% |
| 5Y | +243.3% | +56.6% | +186.8% | +199.0% |
| 10Y | +242.6% | +314.4% | -71.8% | +123.8% |
| All | +1,505.8% | +1,491.4% | +14.4% | +931.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling